+198.3%
PTC vs VEU
+150.1%
+48.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.5% |
| 7D | -13.6% | +0.3% | -13.9% | -13.8% |
| 30D | -14.7% | +0.7% | -15.3% | -15.3% |
| 3M | -5.9% | +4.7% | -10.6% | -11.1% |
| 6M | -21.1% | +11.6% | -32.8% | -31.2% |
| YTD | -26.0% | +16.8% | -42.8% | -38.9% |
| 1Y | -36.8% | +24.9% | -61.7% | -51.5% |
| 3Y | -10.3% | +75.7% | -86.0% | -53.1% |
| 5Y | +1.2% | +56.1% | -54.9% | -39.2% |
| 10Y | +198.3% | +153.6% | +44.7% | +9.7% |
| All | +198.3% | +150.1% | +48.2% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling